September 2017
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  • Preparing for GDPR

    6 September 2017

    GDPR will bring in greater responsibility for firms around personal data – and tougher fines for non-compliance. What is that going to mean for financial advice firms? The demands placed upon financial advice firms regarding their use of personal data are set to increase in May 2018 with the introduction of the General Data...

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  • SIPP property purchase – not as easy as it used to be

    5 September 2017

    Denton’s Martin Tilley flags how issues like annual allowance and tapering are impacting the purchase of property through a SIPP Since their conception nearly 30 years ago, the ability for self invested personal pensions (SIPPs) to invest in commercial property has been one of their key attractions. From a taxation point of view, gains...

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  • Investment houses paying 17% more for advice

    5 September 2017

    Cost to funds of advice services around asset allocation and stock selection has jumped over the last three years, with average investment advisory fees increasing by 17% from 35bps to 41bps, according to the latest edition of Fitz Partners Investment Advisory Fee Benchmarking Report. The average gross management fees (including distribution fees) moved down by...

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  • Transfers from pensions with both DB and DC elements

    4 September 2017

    Steve Bailey of ATEB Consulting offers some pointers for paraplanners advising on schemes with both DB and DC sections Some DB schemes may have a defined contribution (DC) section running alongside the DB arrangement. In such cases, it is important to ascertain whether the DC arrangement is established as a separate registered pension scheme...

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  • COMPETITION: WIN one of 10 RO and AF training courses from Redmill Advance

    4 September 2017

    Professional Paraplanner has teamed up with Redmill Advance to offer 10 lucky paraplanners free access to one of the company’s new exam preparation courses which launched this month. The courses cover R01, 2, 3, 4, 5, 6, 8, and AF1, 3, 4, 5. The competition will give 5 readers access to an RO course...

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  • Where to look next for lower risk value?

    2 September 2017

    David Jane, manager of Miton’s multi-asset fund range, says that in seeking lower risk value emerging markets have come upon the asset manager’s radar There are concerns about the impact of low volatility and cash flows into risk assets, against a background of negative real interest rates and continued economic growth. Combined with a...

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  • Four pillars of DFM due diligence

    2 September 2017

    In the first of two articles, Andrew Denham-Davis of Brooks Macdonald looks at processes that can help paraplanners improve due diligence on their discretionary fund manager partners One of the key motivations for advisory firms deciding to partner with discretionary fund managers (DFMs) is the increase in time and resource that in-sourcing DFM services...

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  • Paraplanner Profile Extra: Caroline Stuart

    31 August 2017

    For our September issue, we filmed our Paraplanner Profile Caroline Stuart talking about why she will be hosting the national Paraplanners Powwow this year.    By way of background, at last year’s Paraplanners’ Powwow, the fourth in a row, Richard Allum confirmed that it would be the last of the events that he, Ian...

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